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Herold Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Herold Advisors’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,016
Closed -$28.9K – 618
2022
Q1 		$28.9K Buy
+2,016
New +$29.6K 0.01% 458
2021
Q4 		– Sell
-2,016
Closed -$33K – 592
2021
Q3 		$33K Buy
+2,016
New +$33.8K 0.01% 442

Other funds holding TAK

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herold Advisors's TAK Position: Q2 2022 in Review

Herold Advisors sold out of Takeda Pharmaceutical (TAK) in Q2 2022, closing a stake of 2,016 shares — an estimated $28.9K sold.

Herold Advisors first reported a position in TAK in Q3 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 282 funds tracked by Wall St. Rank hold TAK as of Q2 2022.

  • Herold Advisors reported no remaining Takeda Pharmaceutical position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 2,016 Takeda Pharmaceutical shares in Q2 2022, an estimated $28.9K.
  • Herold Advisors first reported a position in Takeda Pharmaceutical in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Takeda Pharmaceutical position peaked at $33K in Q3 2021.
  • 282 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.